Associate, Insurance Operations

MoneyHero Group; Manila; Hybrid; PHP 279,000 - 424,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

MoneyHero Group in Manila is seeking an Associate, Insurance Operations to drive our telesales outreach for the Insurance business, focusing on car insurance renewals and lead management. You will support the Singapore Insurance Operations team, coordinate with SG stakeholders, and generate performance reports while maintaining accurate records and ensuring regulatory compliance.

The role requires 1–2 years in telesales or admin support, proficiency in MS Office, and strong organizational and

Qualifications

• 1–2 years of experience in telesales, customer service, or administrative support (insurance industry experience a plus)
• Proficiency in MS Office (Excel, Outlook, Word)
• Strong organizational, time management, and multitasking skills to manage high volumes of data and calls daily
• Excellent verbal and written communication skills
• High sense of urgency and ability to stay composed under pressure
• Comfortable working across markets and coordinating with overseas (SG) stakeholders
• Team player, proactive, and detail-oriented

Responsibilities

• Process and follow up on business leads for the Insurance team, focusing on car insurance renewals
• Manage and drive insurance renewal processes to meet SLAs
• Proactively contact customers via phone, email, WhatsApp, and other messaging platforms to maximize conversion and retention
• Maintain accurate, up-to-date records of customer interactions and outcomes in internal systems
• Generate daily, weekly, and monthly telesales performance reports for internal stakeholders
• Contribute to SIS operations and ad hoc data pulls or reporting as needed
• Assist with administrative processes and documentation tied to operational workflows
• Liaise with SG-based stakeholders to ensure alignment on shared processes

Skills

Verbal communication

Written communication

Organizational skills

Time management

Multitasking

Stakeholder coordination

Team player

Tools

MS Office

CRM systems

Job description

About the Job

As the Associate, Insurance Operations, you will be the frontline driver of our telesales operations for the Insurance business, converting and retaining leads through proactive outreach. Alongside this core focus, you will provide ad-hoc operational support to our Singapore Insurance Telesales and Operations team, giving you exposure to a broader regional view of how our insurance business runs day to day.

The Associate, Insurance Operations will be responsible for:

• Process and follow up on business leads from various sources for the Insurance team, with a primary focus on car insurance renewals
• Manage and drive insurance renewal processes to meet service level agreements (SLAs), with emphasis on renewal retrieval and follow-ups
• Proactively contact customers via phone, email, WhatsApp, and other instant messaging platforms to maximize conversion and retention
• Manage manually retrieved renewal cases and follow up to secure renewals ahead of expiry
• Monitor and respond to customer enquiries across calls, WhatsApp, and email, escalating where necessary
• Extract and manage leads from internal systems to support renewal and promotional campaigns
• Maintain accurate, up-to-date records of customer interactions and outcomes in internal systems
• Conduct daily compliance screenings to ensure regulatory adherence
• Generate daily, weekly, and monthly telesales performance reports for internal stakeholders
• Maintain proper filing and organization of documents and correspondence

Insurance Operations Support (Ad hoc, Singapore)

• Support the Singapore Insurance Operations team with day-to-day operational tasks as needed, helping ensure smooth service delivery to clients
• Assist with administrative processes and documentation tied to operational policies and workflows
• Help identify and flag operational gaps, inefficiencies, or bottlenecks for the SG team's review
• Support ad-hoc data pulls, reporting, or coordination tasks across the Insurance Operations function
• Liaise with SG-based stakeholders to ensure alignment on shared processes and priorities

In this role, we are looking for someone with:

• 1–2 years of experience in telesales, customer service, or administrative support (insurance industry experience a plus)
• Proficiency in MS Office (Excel, Outlook, Word)
• Strong organizational, time management, and multitasking skills to manage high volumes of data and calls daily
• Excellent verbal and written communication skills
• High sense of urgency and ability to stay composed under pressure
• Comfortable working across markets and coordinating with overseas (SG) stakeholders
• Team player, proactive, and detail-oriented

Good to have:

• Prior experience in telesales or insurance operations
• Familiarity with CRM or lead management systems
• Exposure to insurance products or regulatory compliance requirements

#MoneyMax #LI-RR1 #LI-Hybrid

What can you expect from us?

Impact: We are actively empowering and connecting people to a better financial future. Join us if you want to help us achieve our mission.
Work: We have a team of over 350 talented individuals in 4 markets who are hyper passionate about building innovative financial solutions and making an impact on people’s lives.
Culture: We take our work seriously but don’t hesitate to keep things light. We can only create magic when we have a little bit of fun.
Thrive: We launched in 2014, and now help over 10 million monthly users make the best financial decisions. Accelerate your career and become a pioneer in your field with a leading fintech company that seeks to push the boundaries of your imagination and is committed to growing your career.
Reputation: We are backed by world-class organizations and companies and have raised over US$110 million from investors including Experian, Pacific Century Group, IFC - a member of the World Bank Group

EEO Statement

MoneyHero Group is an equal opportunity employer. We value, support and respect all individuals and is committed to maintaining an inclusive and diverse working environment. Decisions in hiring are based on business needs, requirements of the job and individual qualifications and shall not be influenced by any consideration of race, ethnic or national origin, religion, sex (including gender identity and/or expression), age, sexual orientation, marital status, parental status, disability, genetic information, political affiliation or other applicable legally protected characteristics.